Benjamin James is a registered investment advisor at Newedge Advisors, based in Shreveport, LA, with 19 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
5925 Line Ave, Suite 5, Shreveport, LA, 71106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is a partner at Deupree James Wealth Management and an Investment Advisor Representative (IAR) with NewEdge Advisors, LLC, dedicating about half of his time to these roles. He also serves as a trustee, holds power of attorney for his father, is on the finance committee for Brookwood Baptist Church, and is a member of the advisory board of directors for the College of Business-LA Tech.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Triad Advisors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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